Our Story

A LEGACY OF EXCELLENCE IN FINANCIAL SERVICES

KOSEC Group was established by Michael Kodari through the strategic acquisition of financial services companies, with a mission to empower institutions, corporations, advisers and family offices in navigating the complexities of the financial services industry.

Drawing from his extensive experience, Michael built KOSEC Group as a comprehensive financial powerhouse, offering best practices, cutting-edge solutions, and strategic insights to drive success in a highly regulated and ever-evolving market.

THE VISION & EXPERTISE BEHIND KOSEC GROUP

Michael Kodari began his journey in financial markets at the age of 20 while studying Business and Engineering at the University of Technology Sydney and securing a role at a publicly listed reputable funds management firm that embraced the philosophies of Warren Buffett and value investing.

He quickly rose through the ranks, gaining valuable experience in company valuation and funds management. While at the firm, the investment firm was recognised by Morningstar as the best-performing managed fund in Australia, achieving returns of over 65% during his tenure. In his role he engaged directly with ultra-high-net-worth investors, conducting seminars, participating in ASX conferences, and guiding strategic investment decisions. Michael’s exceptional performance ultimately led him to become the youngest ever Senior Private Client Adviser at the firm, establishing his reputation for excellence in the financial services industry.

Michael’s career continued to flourish as he advanced to become the youngest Head Trader at another financial institution. In this capacity, he adeptly managed the trading floor, implemented innovative investment strategies, and oversaw comprehensive portfolio management.

Demonstrating exceptional leadership, Michael was also responsible for hiring and training advisers, ensuring that his team possessed the expertise and drive to support the firm’s ambitious goals. Under his guidance, the firm grew sixfold, with his strategic sourcing of deal flows, capital raisings, and acquisitions generating over 300% returns for investors, while the investor base expanded by 27 times.

These transformative experiences have endowed Michael with profound insights into the complexities of the financial services industry, solidifying his expertise in fund management, strategic investment, and corporate growth.

With a proven track record of success, Michael founded KOSEC – Kodari Securities, building a reputation for excellence that quickly gained industry recognition. He became the youngest-ever panellist on Sky News’ expert panel, where, for over three years, his market insights consistently demonstrated accuracy in identifying the right opportunities for investors, achieving the highest ratings on the show. His expertise and strategic foresight earned him recognition from CNBC Asia, which hailed him as “the brightest 21st-century entrepreneur in wealth management.”

Michael’s influence soon extended beyond Australia. During an official Chinese government visit to Australia—an event televised on CNBC and translated into Chinese—he was uniquely selected, out of all the industry experts in the country, to become their Adviser and Partner on offshore asset allocation, alongside only one other financier, George Soros. In recognition of his exceptional contributions, the Chinese government later invited him to China and honoured him with the Key to the City of Hangzhou, a prestigious acknowledgement of his expertise.

THE BIRTH OF KOSEC GROUP

As KOSEC - Kodari Securities expanded and captured greater market share, its success provided invaluable insights into best practices, evolving client needs, industry innovations, and regulatory challenges.

Michael's leadership propelled KOSEC into becoming a household name in Australia's financial markets, setting new standards for premium-quality financial products and services that remain unmatched in the industry.

After a decade of scaling KOSEC - Kodari Securities into a leading name, Michael recognised the complexities, inefficiencies, and regulatory hurdles within the financial services industry. This insight led him to establish KOSEC Group, with the ambition to address these challenges head-on.

Michael believes that every investor, adviser, and corporation is on a journey similar to the one he experienced early in his career. He is a firm advocate that the right mentorship and guidance can make a monumental difference in achieving success.

At KOSEC Group, this belief is the cornerstone of our approach, ensuring that our partners receive the strategic support necessary to overcome obstacles and reach their full potential.

NAVIGATING INDUSTRY CHALLENGES & DRIVING INNOVATION

KOSEC Group was created to offer a comprehensive suite of integrated financial services that span asset management, prime brokerage, wealth and financial planning, management consulting, licensing and regulatory compliance, private capital, and business support.

Our holistic approach combines cutting-edge technology with rigorous compliance frameworks and deep market insights.

We harness advanced, AI-powered analytics and state-of-the-art trading platforms to provide real-time market intelligence and actionable insights—keeping our partners ahead in a rapidly evolving financial landscape.

Our client-centric philosophy is built on trust, integrity, and transparency.

We tailor our strategies to meet your unique objectives and risk profiles, forging long-term partnerships through ongoing support, continuous education, and proactive market engagement.